Security record
SUI
Sun Communities, Inc. · Real Estate · REIT - Residential
144Tracked holders
+4Δ holders
89.12MShares held
$10.69BReported value
+11New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow -1.9% ·
net new positions +3.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 144 | +4 | 89.12M | $10.69B | +11 | −6 |
| Q1 2026 | 142 | -10 | 85.64M | $10.79B | +4 | −15 |
| Q4 2025 | 151 | +2 | 104.44M | $12.94B | +3 | — |
| Q3 2025 | 18 | -1 | 72.55M | $9.36B | — | −2 |
| Q2 2025 | 17 | 0 | 73.31M | $9.28B | — | — |
| Q1 2025 | 14 | 0 | 35.14M | $4.52B | — | — |
| Q4 2024 | 14 | -3 | 31.11M | $3.83B | — | −3 |
| Q3 2024 | 16 | +1 | 22.14M | $2.99B | +1 | — |
| Q2 2024 | 15 | — | 19.96M | $2.40B | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 13.76M | +8.5% | $1.65B | 0.0% | ▲ Add | 5 | SEC ↗ ×20 |
| 2 | Dodge & Cox ✦ | 9.50M | -33.4% | $1.14B | 0.6% | ▼ Trim | 9 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 5.49M | +0.8% | $658.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 5.44M | New | $652.25M | 0.1% | New | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 5.39M | -7.8% | $646.33M | 0.1% | ▼ Trim | 9 | SEC ↗ ×3 |
| 6 | T. Rowe Price ✦ | 5.39M | -2.5% | $646.20M | 0.1% | ▼ Trim | 9 | SEC ↗ ×3 |
| 7 | State Street Global Advisors ✦ (passive) | 5.01M | -3.9% | $606.12M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 4.57M | -8.4% | $547.45M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 9 | Geode Capital Management ✦ (passive) | 2.34M | -1.9% | $279.85M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 10 | Daiwa Securities Group Inc. | 1.81M | +2.4% | $217.12M | 0.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Dimensional Fund Advisors Lp | 1.80M | -0.8% | $215.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 12 | Charles Schwab Investment… | 1.65M | +8.0% | $197.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | UBS AM, a distinct business unit of… | 1.54M | +2.1% | $184.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 14 | Citadel Advisors ✦ | 1.47M | +152.7% | $175.76M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 15 | Millennium Management ✦ | 1.42M | +710.7% | $170.46M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 16 | Canada Pension Plan Investment Board | 1.31M | +26.9% | $156.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Legal & General Group Plc | 1.02M | -4.9% | $122.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Northern Trust Corp | 989.74K | -4.7% | $118.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 19 | Morgan Stanley ✦ | 957.25K | +18.7% | $114.78M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 20 | Russell Investments Group, Ltd. | 927.05K | -4.9% | $111.16M | 0.1% | ▼ Trim | 3 | SEC ↗ ×12 |
| 21 | Deutsche Bank Ag\ | 904.26K | -26.8% | $108.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 22 | Balyasny Asset Management L.P. | 866.10K | +105.3% | $103.85M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 859.71K | +1223.2% | $103.09M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 807.18K | -9.7% | $97.85M | 0.0% | ▼ Trim | 4 | SEC ↗ ×13 |
| 25 | Sei Investments Co | 736.31K | -4.6% | $88.29M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 689.36K | +1.0% | $82.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 27 | Nuveen, LLC | 656.78K | -41.6% | $78.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 28 | Bank Of America Corp /De/ | 623.89K | +9.7% | $74.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 29 | Hsbc Holdings Plc | 573.65K | -4.6% | $68.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 30 | Alyeska Investment Group, L.P. | 557.26K | New | $66.82M | 0.2% | New | 1 | SEC ↗ |
| 31 | Sumitomo Mitsui Trust Group, Inc. | 456.75K | +4.9% | $54.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | First Trust Advisors Lp | 432.68K | +53.4% | $51.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 391.46K | -8.5% | $46.94M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 34 | Swiss National Bank | 347.56K | -4.2% | $41.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Amundi | 308.91K | -1.0% | $37.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Invesco Ltd. | 303.70K | +16.5% | $36.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 37 | Arrowstreet Capital ✦ | 285.65K | New | $34.25M | 0.0% | New | 1 | SEC ↗ |
| 38 | Universal- Beteiligungs- und… | 256.81K | -1.2% | $30.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 256.34K | +33.8% | $30.74M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 40 | UBS Group AG | 251.97K | -15.4% | $30.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 41 | Franklin Resources Inc | 251.46K | -4.0% | $30.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 42 | Envestnet Asset Management Inc | 247.91K | +40.7% | $29.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Prudential Financial Inc | 245.18K | -7.2% | $29.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 44 | Susquehanna International Group, Llp | 244.39K | -52.0% | $29.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Mitsubishi UFJ Asset Management… | 240.85K | +6.7% | $28.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Nomura Asset Management Co Ltd | 230.52K | +5.1% | $27.64M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | Asset Management One Co., Ltd. | 226.64K | +2.4% | $27.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 48 | California Public Employees… | 206.87K | -19.6% | $24.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Citigroup Inc | 174.69K | -11.9% | $20.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 50 | Ameriprise Financial Inc | 172.00K | +76.8% | $20.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 51 | Wells Fargo & Company/Mn | 168.04K | +15.8% | $20.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 52 | Bnp Paribas Financial Markets | 167.90K | +41.8% | $20.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 158.98K | -17.3% | $19.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | BNP Paribas Asset Management… | 153.35K | -3.7% | $18.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 55 | Rhumbline Advisers | 148.80K | -2.4% | $17.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Aberdeen Group plc | 140.34K | -26.6% | $16.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | 1832 Asset Management L.P. | 132.42K | +25.6% | $15.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Raymond James Financial Inc | 129.06K | +32.8% | $15.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 59 | Principal Financial Group Inc | 128.38K | -2.4% | $15.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 60 | Royal Bank Of Canada | 126.55K | -20.2% | $15.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 61 | Barclays Plc | 116.31K | -12.9% | $13.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 62 | Jones Financial Companies Lllp | 109.34K | +653.0% | $13.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | State Board Of Administration Of… | 110.11K | -2.8% | $13.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Aviva Plc | 102.88K | -1.8% | $12.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Clearbridge Investments, LLC | 102.34K | New | $12.27M | 0.0% | New | 1 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 99.89K | -7.6% | $11.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 97.67K | -14.5% | $11.65M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 68 | State Of Wisconsin Investment Board | 93.61K | +19.2% | $11.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Swedbank AB | 92.53K | -34.7% | $11.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Tidal Investments LLC | 92.33K | +14.8% | $11.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Squarepoint Ops LLC | 92.17K | +33.2% | $11.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Corient Private Wealth LP | 92.17K | -3.0% | $11.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Alliancebernstein L.P. | 86.69K | -50.6% | $10.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Adage Capital Partners ✦ | 90.00K | New | $10.79M | 0.0% | New | 1 | SEC ↗ |
| 75 | Mitsubishi UFJ Trust & Banking Corp | 87.66K | -54.9% | $10.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 76 | Healthcare Of Ontario Pension Plan… | 81.20K | -6.8% | $9.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Danske Bank A/S | 74.00K | +1.2% | $8.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 78 | Korea Investment CORP | 71.21K | -52.3% | $8.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | New York State Common Retirement… | 71.15K | -2.7% | $8.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Allianz Asset Management GmbH | 67.44K | -45.6% | $8.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 81 | American Century Companies Inc | 62.84K | -80.7% | $7.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Gotham Asset Management ✦ | 62.65K | +30.1% | $7.51M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 83 | Wealth Enhancement Advisory… | 62.71K | +1476.4% | $7.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Victory Capital Management Inc | 53.46K | -5.8% | $6.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Allspring Global Investments… | 51.74K | -49.5% | $6.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 86 | Pictet Asset Management Holding SA | 49.93K | +2.5% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Td Asset Management Inc | 48.35K | -0.2% | $5.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Robeco Institutional Asset… | 48.12K | +689.6% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Royal London Asset Management Ltd | 47.14K | +1.7% | $5.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Neuberger Berman Group LLC | 46.18K | -5.3% | $5.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 91 | Storebrand Asset Management As | 45.12K | -0.6% | $5.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | National Bank Of Canada /Fi/ | 42.39K | +1652.5% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 93 | Mackenzie Financial Corp | 34.22K | +286.3% | $4.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Ensign Peak Advisors, Inc | 33.62K | +12.6% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 33.36K | +370544.4% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Manufacturers Life Insurance… | 31.73K | -19.2% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Baillie Gifford ✦ | 29.80K | -21.8% | $3.57M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 98 | Nomura Asset Management… | 29.74K | 0.0% | $3.57M | 0.0% | Held | 3 | SEC ↗ |
| 99 | Rockefeller Capital Management L.P. | 29.55K | +261.2% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 100 | Point72 Asset Management ✦ | 28.61K | New | $3.43M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $652.25M | 0.1% |
| Alyeska Investment Group, L.P. | $66.82M | 0.2% |
| Arrowstreet Capital | $34.25M | 0.0% |
| Clearbridge Investments, LLC | $12.27M | 0.0% |
| Adage Capital Partners | $10.79M | 0.0% |
| Point72 Asset Management | $3.43M | 0.0% |
Exited
| Marshall Wace | $29.69M | was 0.0% |
| Renaissance Technologies | $3.79M | was 0.0% |
| Parallax Volatility Advisers… | $1.75M | was 0.1% |
| Focus Partners Wealth | $914,391 | was 0.0% |
| Baird Financial Group, Inc. | $515,680 | was 0.0% |
| Walleye Trading LLC | $142,839 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 508 holders, 116.56M shares, $12.30B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Sep 04
SC 13G/A — BlackRock, Inc.
Aug 07
SC 13G/A — DODGE & COX
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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